VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 1, 2026
Stock Comparison
SAP SE vs United Rentals, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
SAP SE
SAP · XETRA
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
United Rentals, Inc.
URI · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into United Rentals, Inc.'s moat claims, evidence, and risks.
View URI analysisComparison highlights
- Moat score gap: SAP SE leads (65 / 100 vs 63 / 100 for United Rentals, Inc.).
- Segment focus: SAP SE has 2 segments (87.3% in Cloud and Software); United Rentals, Inc. has 2 segments (70.7% in General Rentals).
- Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
- Moat breadth: SAP SE has 6 moat types across 3 domains; United Rentals, Inc. has 9 across 3.
Primary market context
SAP SE
Cloud and Software
Enterprise application software suites and cloud subscriptions (ERP-centric) plus platform services
Global
Large enterprises and upper mid-market
Software vendor (SaaS + on-prem support + platform)
87.3%
United Rentals, Inc.
General Rentals
Construction & industrial equipment rental (general line)
United States and Canada
Construction and industrial companies, manufacturers, utilities, municipalities, homeowners
Equipment rental provider / fleet operator
70.7%
Side-by-side metrics
Moat coverage
Shared moat types
SAP SE strengths
United Rentals, Inc. strengths
Segment mix
SAP SE segments
Full profile >Cloud and Software
Oligopoly
Services
Competitive
United Rentals, Inc. segments
Full profile >General Rentals
Competitive
Specialty
Competitive
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View the moat stocks listCuration & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.